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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,615 | $139,948-47.4% | $121,663-39.5% | $154,746-52.4% |
| Participation rate | 31.3% | 78.0%-46.8pp | 74.5%-43.2pp | 80.7%-49.5pp |
| Annual return | 18.62% | 230.52%-211.9pp | 147.54%-128.9pp | 172.34%-153.7pp |
| Employer contribution / active EE | $698 | $3,521-80.2% | $3,020-76.9% | $4,379-84.1% |
| Participant deferral / active EE | $1,392 | $5,629-75.3% | $4,887-71.5% | $6,730-79.3% |
| Admin fee / account holder | $585 | $17,321-96.6% | $14,289-95.9% | $14,365-95.9% |